SageView Advisory Group Employee Directory

Q: What is SageView Advisory Group known for?

SageView Advisory Group was founded in 1989. SageView Advisory Group operates in the Financial Services industry.

Q: How many employees does SageView Advisory Group have currently?

SageView Advisory Group has approximately 263 employees.

Financial ServicesUnited States201-500 Employees

SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $210 billion in assets, representing more than 1,700 institutions and over 4,000 households.

Securities offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Advisory services offered through CETERA INVESTMENT ADVISERS LLC. Advisory services also offered through SAGEVIEW ADVISORY GROUP, LLC, Cetera is under separate ownership from any other named entity.
We consist of 270 professionals passionately committed to seeing our clients achieve their financial goals and well-being. Our team members hold a variety of highly regarded certifications and degrees.

Find SageView Advisory Group employees' phone numbers or email addresses

SageView Advisory Group Global Highlights

North America
387

United States Of America
387

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

SageView Advisory Group's Leadership

A. B.
Chief Executive Officer
Mobile Phone
Email
S. G.
Chief Growth Officer
Mobile Phone
Email
C. W.
Chief Financial Officer
Mobile Phone
Email
D. F.
Chief Compliance Officer
Mobile Phone
Email
B. G.
Chief Investment Officer
Mobile Phone
Email
F. S.
Chief Investment Officer
Mobile Phone
Email
M. H.
Chief Administrative Officer
Mobile Phone
Email
T. N.
Chief Financial Officer
Mobile Phone
Email

SageView Advisory Group Employee Metrics

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Consultant
Finance
Operations
Sales
Analytics
Other
Marketing
Human Resources
Education

Contact profiles from SageView Advisory Group

Name

Title

Contact Info

Location

Last Update

K. W. T.
Vice President, Participant Education And Engagement
Mobile Phone
Email
United StatesColorado
Oct 24, 2025
S. P.
Svp And Managing Director
Mobile Phone
Email
United StatesMassachusetts
Nov 03, 2025
M. C.
Evp, Head Of Wealth Management
Mobile Phone
Email
United StatesMinnesota
Oct 22, 2025
H. J.
Vice President, Retirement Plan Consulting
Mobile Phone
Email
United StatesMinnesota
Oct 18, 2025
J. G.
Svp & Managing Director
Mobile Phone
Email
United StatesMinnesota
Aug 05, 2024
K. B.
Vice President, Investments
Mobile Phone
Email
Oct 27, 2025
T. S.
Senior Vice President, Investments
Mobile Phone
Email
United StatesTennessee
Nov 12, 2025
B. M.
Vp, Retirement Plan Consulting
Mobile Phone
Email
United StatesMassachusetts
Oct 23, 2025
J. Z.
Senior Vice President, Finance
Mobile Phone
Email
United StatesColorado
Sep 11, 2025
K. S.
Vp, Regional Practice Management
Mobile Phone
Email
Oct 23, 2025

Frequently Asked Questions

What is SageView Advisory Group known for?

SageView Advisory Group was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 4000 MacArthur Blvd, Suite 1050, Newport Beach, California 92660, US; you can contact the main corporate office by phone at

+1-800-814-****

. Explore SageView Advisory Group's company overview page for more information.

What is SageView Advisory Group's most common email format?

SageView Advisory Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SageView Advisory Group email formats with LeadIQ.

How many employees does SageView Advisory Group have currently?

SageView Advisory Group has approximately 263 employees as of October 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are SageView Advisory Group's key employees and leadership?

As of October 2025, SageView Advisory Group's key employees include:

Chief Executive Officer: A. B.
Chief Growth Officer: S. G.
Chief Financial Officer: C. W.
Chief Compliance Officer: D. F.
Chief Investment Officer: B. G.

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